Latest AMALGAMATED BANK Stock Portfolio
AMALGAMATED BANK Performance:
2025 Q3: 7.4%YTD: 11.64%2024: 19.53%
Performance for 2025 Q3 is 7.4%, and YTD is 11.64%, and 2024 is 19.53%.
About AMALGAMATED BANK and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, AMALGAMATED BANK reported an equity portfolio of $14 Billions as of 30 Sep, 2025.
The top stock holdings of AMALGAMATED BANK are NVDA, MSFT, AAPL. The fund has invested 7.1% of it's portfolio in NVIDIA CORPORATION and 6.1% of portfolio in MICROSOFT CORP .
The fund managers got completely rid off HESS CORPORATION (HES), ANSYS INC (ANSS) and SOUTHSTATE CORPORATION COM (SSB) stocks. They significantly reduced their stock positions in SIMULATIONS PLUS INC (SLP), TECHTARGET INC COM NEW (TTGT) and BG FOODS INC (BGS). AMALGAMATED BANK opened new stock positions in SOUTHSTATE BK CORP COM, LUCID GROUP INC COM (LCID) and GLOBAL MED REIT INC COM (GMRE). The fund showed a lot of confidence in some stocks as they added substantially to WAYSTAR HLDG CORP COM, MIRION TECHNOLOGIES INC COM CL A (MIR) and VICTORY CAPITAL HOLDING - A (VCTR).
The top stock holdings of AMALGAMATED BANK are NVDA, MSFT, AAPL. The fund has invested 7.1% of it's portfolio in NVIDIA CORPORATION and 6.1% of portfolio in MICROSOFT CORP .
The fund managers got completely rid off HESS CORPORATION (HES), ANSYS INC (ANSS) and SOUTHSTATE CORPORATION COM (SSB) stocks. They significantly reduced their stock positions in SIMULATIONS PLUS INC (SLP), TECHTARGET INC COM NEW (TTGT) and BG FOODS INC (BGS). AMALGAMATED BANK opened new stock positions in SOUTHSTATE BK CORP COM, LUCID GROUP INC COM (LCID) and GLOBAL MED REIT INC COM (GMRE). The fund showed a lot of confidence in some stocks as they added substantially to WAYSTAR HLDG CORP COM, MIRION TECHNOLOGIES INC COM CL A (MIR) and VICTORY CAPITAL HOLDING - A (VCTR).
AMALGAMATED BANK Annual Return Estimates Vs S&P 500
Our best estimate is that AMALGAMATED BANK made a return of 7.4% in the last quarter. In trailing 12 months, it's portfolio return was 13.55%.
New Buys
| Ticker | $ Bought |
|---|---|
| southstate bk corp com | 4,564,000 |
New stocks bought by AMALGAMATED BANK
Additions
| Ticker | % Inc. |
|---|---|
| elanco animal health inc | 793 |
| twilio inc. - a | 750 |
| transunion | 745 |
| talen energy corp com | 722 |
| technipfmc plc com | 715 |
| nutanix inc | 653 |
| robinhood mkts inc com cl a | 263 |
| block inc cl a | 236 |
Additions to existing portfolio by AMALGAMATED BANK
Reductions
| Ticker | % Reduced |
|---|---|
| interactive brokers gro-cl a | -57.53 |
| emcor group inc | -55.55 |
| ingersoll-rand inc | -9.61 |
| hca healthcare inc | -5.36 |
| tenet healthcare corp | -4.94 |
| american international group | -4.83 |
| mt bank corporation | -4.57 |
| charter communications inc cl a | -4.37 |
AMALGAMATED BANK reduced stake in above stock
Sold off
Sector Distribution
AMALGAMATED BANK has about 33.6% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 33.6 |
| Financial Services | 11.2 |
| Consumer Cyclical | 10.7 |
| Industrials | 9 |
| Communication Services | 9 |
| Healthcare | 8.5 |
| Consumer Defensive | 4.7 |
| Others | 3.6 |
| Energy | 2.8 |
| Real Estate | 2.6 |
| Utilities | 2.2 |
| Basic Materials | 1.9 |
Market Cap. Distribution
AMALGAMATED BANK has about 86.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 47.2 |
| LARGE-CAP | 39.3 |
| MID-CAP | 9 |
| UNALLOCATED | 3.6 |
Stocks belong to which Index?
About 85.1% of the stocks held by AMALGAMATED BANK either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 80.3 |
| Others | 14.9 |
| RUSSELL 2000 | 4.8 |
AMALGAMATED BANK Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of AMALGAMATED BANK
AMALGAMATED BANK has 2995 stocks in it's portfolio. About 34.4% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for AMALGAMATED BANK last quarter.
Last Reported on: 29 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies inc | 0.05 | 54,205 | 6,957,000 | reduced | -1.97 | ||
| AAPL | apple inc | 6.01 | 3,302,360 | 840,881,000 | reduced | -0.68 | ||
| ABBV | abbvie inc com | 0.65 | 395,629 | 91,604,000 | added | 1.5 | ||
| ABC | cencora inc com | 0.10 | 44,595 | 13,937,000 | added | 8.53 | ||
| ABNB | airbnb inc com cl a | 0.08 | 94,711 | 11,500,000 | added | 1.05 | ||
| ABT | abbott laboratories | 0.34 | 355,793 | 47,655,000 | reduced | -1.74 | ||
| ACGL | arch capital group ltd | 0.05 | 71,033 | 6,445,000 | reduced | -1.95 | ||
| ACM | aecom com | 0.06 | 61,296 | 7,997,000 | added | 0.05 | ||
| ACN | accenture plc class a | 0.21 | 121,332 | 29,920,000 | reduced | -1.99 | ||
| ADBE | adobe inc | 0.24 | 93,976 | 33,150,000 | added | 1.22 | ||
| ADI | analog devices inc com | 0.17 | 94,807 | 23,294,000 | reduced | -1.68 | ||
| ADM | archer daniels midland co com | 0.04 | 91,009 | 5,437,000 | reduced | -1.87 | ||
| ADP | automatic data processing inc. | 0.20 | 96,372 | 28,285,000 | added | 0.84 | ||
| ADSK | autodesk inc | 0.11 | 48,221 | 15,318,000 | added | 1.43 | ||
| AEE | ameren corporation | 0.04 | 53,024 | 5,535,000 | reduced | -1.66 | ||
| AEP | american electric power | 0.08 | 103,781 | 11,675,000 | reduced | -1.7 | ||
| AFG | american financial group inc. | 0.03 | 31,446 | 4,582,000 | reduced | -3.2 | ||
| AFL | aflac incorporated | 0.07 | 93,494 | 10,443,000 | reduced | -2.49 | ||
| AIG | american international group | 0.06 | 106,516 | 8,366,000 | reduced | -4.83 | ||
| AIT | applied industrial technologies inc | 0.03 | 17,626 | 4,601,000 | reduced | -0.28 | ||